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Understand

Know where you stand, any day.

Three clear reports, everything you own and owe on any date, and a look at the months ahead, all built from what you record.

This monthNovember
Money in$3,850
Money out$2,034
What you kept$1,816
You kept 47% of what came in, up from 39% last month.

Reports

Three reports that answer real questions.

The same three reports businesses rely on, made easy to read. Useful every month, and ready when tax time or a loan application comes round.

finstride.apexpaths.co / reports
Income statementBalance sheetCash flow

Forecast

See next month before it arrives. Premium

The cash-flow forecast projects your balance 3 or 6 months ahead from your recurring bills, loans, budgets and planned one-offs. Set a level and it warns you before your balance drops below it.

  • 3, 6 or 12 months ahead
  • Warn me below an amount you choose
  • Updates every time you record
FINSTRIDE cash-flow forecast

Dashboard

The whole picture on one screen.

Spending, budgets, balances and trends together, so a quick look tells you how the month is going. On Premium, arrange it the way you like.

  • Every key figure at a glance
  • Custom layout on Premium
  • Full dashboard on the computer
  • Overview on mobile
FINSTRIDE dashboard

Key takeaways

What changed, in a sentence.

FINSTRIDE spots what moved, like a category that grew compared to last month, and tells you in plain words. It's worked out from your own entries, and nothing is sent to anyone else to make it.

  • On the computer: Home, Reports and the Dashboard
  • Changes as you record
Key takeawaysNovember
Dining out grew 28% compared to last month.
Groceries are on track: $188 left with 9 days to go.
You kept $1,816 this month, your best since July.

Also in Understand

PDF reportsSave any report as a PDF on Premium.
Any periodThis month, last month, the last 3, 6 or 12 months, this year or your own dates.
Own and oweYour balance sheet on any date you pick.
Early warningThe forecast flags a low balance ahead.
Phone and computerReports on both, with the full view on the computer.
Yours aloneNo ads and no selling, ever.

Understand on each plan

Free
  • All three reports
Standard
  • All three reports
  • The full dashboard
Premium
  • Everything in Standard
  • Cash-flow forecast, 3 and 6 months ahead
  • PDF reports
  • Custom dashboard layout

Prices and the full comparison are in Pricing.

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